BBAI
BigBear.ai Holdings, Inc. · Technology · Information Technology Services
Momentum inputs (comparable managers):
holder breadth +14.3% ·
share flow +30.0% ·
net new positions +12.5%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 93 | -4 | 151.72M | $551.08M | +5 | −9 |
| Q1 2026 | 100 | -7 | 146.86M | $511.41M | +6 | −13 |
| Q4 2025 | 106 | 0 | 167.08M | $893.02M | +1 | −1 |
| Q3 2025 | 14 | -1 | 89.30M | $582.25M | — | −1 |
| Q2 2025 | 12 | +1 | 69.62M | $472.73M | +1 | — |
| Q1 2025 | 8 | +1 | 13.24M | $37.86M | +2 | −1 |
| Q4 2024 | 7 | +3 | 7.89M | $35.10M | +3 | — |
| Q3 2024 | 3 | -2 | 2.21M | $3.23M | — | −2 |
| Q2 2024 | 5 | — | 1.79M | $2.70M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (passive) | 3.53M | +63.4% | $10.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Millennium Management ✦ | 2.91M | +0.4% | $8.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Geode Capital Management ✦ (passive) | 2.25M | +2.6% | $6.45M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Geode Capital Management ✦ (passive) | 2.25M | +2.6% | $6.45M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Two Sigma Investments ✦ | 1.63M | +10215.5% | $4.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Renaissance Technologies ✦ | 1.61M | New | $4.62M | 0.0% | New | 1 | SEC ↗ |
| 7 | Citadel Advisors ✦ | 1.23M | +122.0% | $3.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Citadel Advisors ✦ | 1.23M | +122.0% | $3.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | T. Rowe Price ✦ | 44.05K | +10.2% | $126,000 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | AQR Capital Management ✦ | 30.73K | New | $87,894 | 0.0% | New | 1 | SEC ↗ |
| 11 | AQR Capital Management ✦ | 30.73K | New | $87,894 | 0.0% | New | 1 | SEC ↗ |
| 12 | AQR Capital Management ✦ | 30.73K | New | $87,894 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Renaissance Technologies | $4.62M | 0.0% |
| AQR Capital Management | $87,894 | 0.0% |
| AQR Capital Management | $87,894 | 0.0% |
| AQR Capital Management | $87,894 | 0.0% |
Exited
| Gotham Asset Management | $85,213 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 1 holders, 118.00K shares, $415 reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.